Clean books are only the starting point.
You need financial clarity you can actually use.
If your books are behind, your expenses feel messy, or you’re not sure what your numbers are really telling you, I’ll help you get organized with clean monthly bookkeeping, clear reports, and financial insight that supports better business decisions.
Choose the bookkeeping package that fits where your business is right now — clean monthly books, stronger cash-flow visibility, or profit-focused financial review.
Not sure where to start?
Choose Financial Insight if you need clean monthly books, reconciled accounts, and basic financial visibility.
Choose Cash Control if you want clean books plus cash-flow visibility, spending review, contractor tracking, owner withdrawal tracking, and a monthly management summary.
Choose Profit Strategy if you want everything in Cash Control plus KPI tracking, owner pay/tax/profit allocation review, and profit-focused recommendations.
Financial Insight
Clean monthly books and reliable financial visibility for service-based businesses.
Investment
Starting at $395/mth
QuickBooks Online Setup
$295 one-time
Cleanup may be required for existing QBO files before monthly service begins.
Includes
Monthly Bookkeeping
Monthly Transaction Categorization
Monthly Account Reconciliations
Chart of Accounts Refinement
Offer-Based Revenue Tracking
Monthly Profit & Loss Statement
Monthly Balance Sheet
Client Dashboard
Shared ClickUp Client Dashboard for file sharing, communication, project updates, and clear next steps
Outcome
You have clean, accurate monthly books and know where your business stands without digging through messy transactions or outdated reports.
You’ll receive a custom bookkeeping recommendation based on your business, accounts, and current books.
👉 Best for → Solo designers, coaches, consultants, and small service businesses that need clean monthly books and basic financial visibility.
🔥 Most Popular
Cash Control
Monthly bookkeeping plus cash-flow visibility so you can manage spending, owner pay, and monthly decisions with more confidence.
Investment
Starting at $695/mth
QuickBooks Online Setup
$295 one-time
Cleanup may be required for existing QBO files before monthly service begins.
Includes
Everything in Financial Insight, plus:
Monthly Cash-Flow Snapshot
Software & Subscription Spend Review
Contractor Payment Tracking
Owner Withdrawal Tracking
Monthly Management Summary
Monthly Loom Video Review
Client Dashboard
Shared ClickUp Client Dashboard for file sharing, communication, project updates, and clear next steps
Outcome
You get more than clean books — you get a clearer picture of where cash is going, what’s changing month to month, and what needs attention.
You’ll receive a custom bookkeeping recommendation based on your business, accounts, and current books.
👉 Best for → Businesses with more moving parts, recurring software spend, contractors, multiple revenue streams, or uneven cash flow.
Profit Strategy
Monthly bookkeeping plus profit-focused financial review for established service businesses that need more than clean reports.
Investment
Starting at $995
QuickBooks Online Setup
$295 one-time
Cleanup may be required for existing QBO files before monthly service begins.
Includes
Everything in Cash Control, plus:
Monthly KPI Snapshot
Owner Pay, Tax & Profit Allocation Review
Profit Reserve Tracking
Strategic Financial Recommendations
Profit-Focused Monthly Management Summary
Profit-Focused Monthly Loom Video Review
Client Dashboard
Shared ClickUp Client Dashboard for file sharing, communication, project updates, and clear next steps
Outcome
You get clean books plus a clearer view of what your numbers are telling you, where money may be leaking, and what decisions may improve cash flow, owner pay, and profit.
You’ll receive a custom bookkeeping recommendation based on your business, accounts, and current books.
👉 Best for → Established designers, coaches, consultants, and service providers with contractors, multiple offers, higher expenses, or a need for more strategic financial visibility.
How Getting Started Works
1 - Systems Review
A 30-minute call where we review your lead capture, kickoff, and delivery systems — and explore opportunities to simplify your operations.
2 - Proposal
You’ll receive a proposal outlining services, setup, and pricing. Review and sign the agreement, then complete payment to move forward.
3 - Onboarding
Once payment is complete, you’ll receive a link to schedule your Onboarding Call. We’ll gather details and map out the next steps for setup and launch.
